FWM
MOON

Focused Wealth Management’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Focused Wealth Management’s Portfolio MOON Stock Details MOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5
Closed – – 1123
2021
Q3 		$0 Buy
+5
New +$166 ﹤0.01% 1130

Other funds holding MOON

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focused Wealth Management's MOON Position: Q4 2021 in Review

Focused Wealth Management sold out of Direxion Moonshot Innovators ETF (MOON) in Q4 2021, closing a stake of 5 shares.

Focused Wealth Management first reported a position in MOON in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 45 funds tracked by Wall St. Rank hold MOON as of Q4 2021.

  • Focused Wealth Management reported no remaining Direxion Moonshot Innovators ETF position as of Q4 2021 after selling out during the quarter.
  • Focused Wealth Management sold 5 Direxion Moonshot Innovators ETF shares in Q4 2021.
  • Focused Wealth Management first reported a position in Direxion Moonshot Innovators ETF in Q3 2021 and held it in 1 quarter.
  • Focused Wealth Management's Direxion Moonshot Innovators ETF position peaked at $0 in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q4 2021.

Based on Focused Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.